Planned Giving

• Chaim Society
  • More Details
  • Frequently Asked Questions
  • Will Your Gift Be Restricted?
  • Sample Language For Your Will
  • Intention Form

Step 1: Explore

• Will Planning Wizard
• Goals & Benefits
• Personal Calculators

Step 2: Research

• Gifts Anyone Can Make
  • Gifts From Will or Trust
    • More Details
    • Frequently Asked Questions
    • Will Your Gift Be Restricted?
    • Sample Language For Your Will
  • Stock and Appreciated Assets
    • More Details
    • Stock Transfer Instructions
    • Frequently Asked Questions
    • Cash vs. Stock Calculator
  • Retirement Plan
    • More Details
    • Frequently Asked Questions
  • Life Insurance
    • More Details
    • Frequently Asked Questions
• Gifts That Pay You Income
  • Charitable Gift Annuity
    • More Details
    • Frequently Asked Questions
    • Calculator
  • Deferred Gift Annuity
    • More Details
    • Frequently Asked Questions
    • Calculator
  • Pooled Income Fund
    • More Details
    • Frequently Asked Questions
    • Calculator
  • Charitable Remainder Annuity Trust
    • More Details
    • Frequently Asked Questions
    • Calculator
  • Charitable Remainder Unitrust
    • More Details
    • Frequently Asked Questions
    • Calculator
• Gifts That Protect Your Assets
  • Bargain Sale
    • More Details
    • Frequently Asked Questions
  • Retained Life Estate
    • More Details
    • Frequently Asked Questions
    • Calculator
  • Charitable Lead Trust
    • More Details
    • Frequently Asked Questions
    • Calculator
• Endowments
• Estate Planning Section
• For Professional Advisors

Step 3: Contact Us

• Contact Us
  • Request for Information
• Request Information